Book-keeping Software - The Book-keepers Forum (UK)

Shamus · Shamus

Before posting in this section of the site please refer to :http://www.book-keepers.org.uk/t10583966/forum-rules-and-privacy-policy-please-read-before-making-a-p/ for the site rulesAnd http://www.book-keepers.org.uk/t62264820/site-ethics/ for the site ethics. It is assumed...

Krispie · Krispie

Good morning, can somebody tell me how to match invoices in Euro with bank statement please as I don't have the possibility to match, just to add Thank you

softie · softie

Is anyone else having an issue with their KashFlow bank feeds? I've only got two clients on KashFlow, both using different banks, but the feeds are both taking an age to update.

allisont · allisont

Hi All.. my client cant remember their pension staging date. Until now only directors so no pension. New employee starting client doesnt have any details from when last accountant set up scheme. Have added as employer to my Nest Agent account.. but what do I put as staging date?? Tried using the Pe...

VinceH · VinceH

I didn't know this list existed, so in case others here are similarly unaware of it: https://www.gov.uk/government/publications/vat-returns-and-ec-sales-list-commercial-software-suppliers/vat-commercial-software-suppliers Note that it doesn't describe the list as accounts/bo...

Cheshire · Cheshire

HiIm very new to QuickBooks Pro Advisor, having just taken on 2 new clients who have been using it for a couple of months.Im doing their first VAT returns, but when I pull the detailed VAT report it doesnt seem to show full details of some of the expenses to enable the customer to check and authorise the re...

Cheshire · Cheshire

Having only just got started on this software, I'm not yet fully conversant with its idiosyncrasies, so a couple of Qs. New limited client has set themselves up on but put the wrong vat scheme on it, showing cash instead of standard. Also showing vat return due end of April instead of May. Just wondere...

softie · softie

Can any recommend any budgeting software that works well with Xero? Need the ability to run cashflow forecasts.

accountonus · accountonus

hi there, i am a student account (aat level 4) plus book keeper & ive just started up on my own! eek!! already have 6 clients which is great but before i give all my money to one or two software companies i want some help with what people are suing and why.. is there anything you would do differently.. j...

Cheshire · Cheshire

Hi all Just set up QBO Accountant as have taken on two new clients who use this software. Looking to how best (or the only way?) to key business expenses that the Director has paid for personally. Non VAT ones I can journal easily, but this does not appear to be an option for VATable items as there is no wa...

rushl · rushl

HI, My first post, so Hello! I am working with a company as an IT contractor ( I'm AATQB and studying L4 ) and they are moving to Sage 50 from a bespoke system at year end, i sugested we start entering sales/purchases and when the accountants get the final figures, enter the OB. we then enetered all the sa...

Leger · Leger

Not sure if any of you are aware, but TF have increased their prices for new customers from 1st May. New prices are £10 + VAT for up to 10 clients £20 + VAT for up to 30 clients £30 + VAT for unlimited clients per user. (or £250 + VAT if you pay annually) Now here's the sweetener, it will include the new practi...

kiko123 · kiko123

I was preparing the final payment run for May yesterday.The payment remittances were generated by our software system with a 31/05/2019 date.However, since i am not in the UK(my position is outsourced ) and there was a flood in the factory that i work (all of the computers were shut down and there wa...

nsharoff · nsharoff

Hi guys, I was hoping you could help us: We are an ecommerce business within the UK which uses a lot of affiliate partners worldwide. Because of this, many times we need to set up customers as suppliers and vice versa. We began using Sage 50 but because we couldn't borrow the customer ledger to set up a Pur...

softie · softie

Hello, just wondering if anyone on here uses Xero and whether you've used GoProposal or Practice Ignition for client onboarding and engagement letters? I currently use a manual excel sheet for pricing and word for letters of engagement but the bigger my practice gets the less time I seem to have to do...

bk · bk

Hi I have used Sage in the past, but don't currently have it installed on my system. I have been asked by a client to use Sage Drive - their cloud option. We have been round the houses trying to sort the login out. Can anyone please advise what i need to do. Do I need Sage 50 installed on my system, if so, which...

Trojan1970 · Trojan1970

Good Morning All - Happy Monday to you! Can someone help me with an excel formula please? My head is hurting and I am going round in circles! I need to apply some different percentages to different parts of a number. The number may change, but the percentages and bands to which they apply won't change....

Cheshire · Cheshire

According to other sources:- Current priceing £229 for Bureau - no matter have many employers you have. From 2019/20 it will be - £249 up to 10 employers -£399 up to 25 employers - £499 over 25 employers For those not already with Moneysoft, now is a great time to consider move it to with the start of the n...

Leger · Leger

Is there a quick way of "adding" VAT to sales already entered? Partly my fault but the client has entered all the sales gross but the drop down box was on no vat. I just wondered if there was a quick way of entering the VAT and making the sales income nett. At the moment I am adjusting each sale individuall...

mushroom · mushroom

Hi all, its been years since I've been on here. Anyway with the MTD deadline looming I need to get my finger out and sort new desktop software. I'm using two different cloud packages for some clients but I'm sourcing a desktop software for my smaller clients who don't need cloud. Having used QuickBoo...

Topic		Started By	Replies	Views	Last Post
	STICKY: Before Posting (closed) (Preview) Before posting in this section of the site please refer to :http://www.book-keepers.org.uk/t10583966/forum-rules-and-privacy-policy-please-read-before-making-a-p/ for the site rulesAnd http://www.book-keepers.org.uk/t62264820/site-ethics/ for the site ethics. It is assumed...	Shamus	0	3098	Sat Jun 11 15:09 2016 by Shamus
	Quickbooks Help (Preview) Good morning, can somebody tell me how to match invoices in Euro with bank statement please as I don't have the possibility to match, just to add Thank you	Krispie	3	296	Mon Jul 15 19:11 2019 by Cheshire
	KashFlow Bank Feed (Preview) Is anyone else having an issue with their KashFlow bank feeds? I've only got two clients on KashFlow, both using different banks, but the feeds are both taking an age to update.	softie	2	382	Tue Jul 9 18:23 2019 by YLB-HO
	Moneysoft Pension Staging Date.. new client.. (Preview) Hi All.. my client cant remember their pension staging date. Until now only directors so no pension. New employee starting client doesnt have any details from when last accountant set up scheme. Have added as employer to my Nest Agent account.. but what do I put as staging date?? Tried using the Pe...	allisont	2	155	Tue Jul 9 18:11 2019 by YLB-HO
	List of software suitable for submitting VAT returns (Preview) I didn't know this list existed, so in case others here are similarly unaware of it: https://www.gov.uk/government/publications/vat-returns-and-ec-sales-list-commercial-software-suppliers/vat-commercial-software-suppliers Note that it doesn't describe the list as accounts/bo...	VinceH	33	2937	Thu Jul 4 11:47 2019 by VinceH
	QuickBooks Online - how to show the description of expenditure in the detailed VAT return (and other reports) (Preview) HiIm very new to QuickBooks Pro Advisor, having just taken on 2 new clients who have been using it for a couple of months.Im doing their first VAT returns, but when I pull the detailed VAT report it doesnt seem to show full details of some of the expenses to enable the customer to check and authorise the re...	Cheshire	1	174	Tue Jul 2 19:09 2019 by Cheshire
	Quick books online - Incorrect vat scheme and vat period (Preview) Having only just got started on this software, I'm not yet fully conversant with its idiosyncrasies, so a couple of Qs. New limited client has set themselves up on but put the wrong vat scheme on it, showing cash instead of standard. Also showing vat return due end of April instead of May. Just wondere...	Cheshire	1	170	Tue Jul 2 19:01 2019 by Cheshire
	Best Budgeting Software (Preview) Can any recommend any budgeting software that works well with Xero? Need the ability to run cashflow forecasts.	softie	4	662	Mon Jul 1 15:56 2019 by Cheshire
	Starting up & need software advice please ... (Preview) hi there, i am a student account (aat level 4) plus book keeper & ive just started up on my own! eek!! already have 6 clients which is great but before i give all my money to one or two software companies i want some help with what people are suing and why.. is there anything you would do differently.. j...	accountonus	7	371	Mon Jul 1 10:11 2019 by Cheshire
	Quickbooks Online - how to process expenses paid for by Director? (Preview) Hi all Just set up QBO Accountant as have taken on two new clients who use this software. Looking to how best (or the only way?) to key business expenses that the Director has paid for personally. Non VAT ones I can journal easily, but this does not appear to be an option for VATable items as there is no wa...	Cheshire	3	345	Thu Jun 20 17:13 2019 by Leger
	change to Sage. question about bank rec and opening balances (Preview) HI, My first post, so Hello! I am working with a company as an IT contractor ( I'm AATQB and studying L4 ) and they are moving to Sage 50 from a bespoke system at year end, i sugested we start entering sales/purchases and when the accountants get the final figures, enter the OB. we then enetered all the sa...	rushl	2	337	Mon Jun 10 18:34 2019 by Cheshire
	Taxfiler Price Increase (Preview) Not sure if any of you are aware, but TF have increased their prices for new customers from 1st May. New prices are £10 + VAT for up to 10 clients £20 + VAT for up to 30 clients £30 + VAT for unlimited clients per user. (or £250 + VAT if you pay annually) Now here's the sweetener, it will include the new practi...	Leger	11	790	Sun Jun 2 09:27 2019 by Cheshire
	Online Payment file & system generated remittances (Preview) I was preparing the final payment run for May yesterday.The payment remittances were generated by our software system with a 31/05/2019 date.However, since i am not in the UK(my position is outsourced ) and there was a flood in the factory that i work (all of the computers were shut down and there wa...	kiko123	1	235	Sat Jun 1 13:59 2019 by Cheshire
	Selecting the best Book keeping software for our business software vt sage (Preview) Hi guys, I was hoping you could help us: We are an ecommerce business within the UK which uses a lot of affiliate partners worldwide. Because of this, many times we need to set up customers as suppliers and vice versa. We began using Sage 50 but because we couldn't borrow the customer ledger to set up a Pur...	nsharoff	20	3465	Tue May 28 18:34 2019 by Cheshire
	GoProposal or Practice Ignition (Preview) Hello, just wondering if anyone on here uses Xero and whether you've used GoProposal or Practice Ignition for client onboarding and engagement letters? I currently use a manual excel sheet for pricing and word for letters of engagement but the bigger my practice gets the less time I seem to have to do...	softie	14	557	Tue May 14 11:44 2019 by Leger
	Sage help please (Preview) Hi I have used Sage in the past, but don't currently have it installed on my system. I have been asked by a client to use Sage Drive - their cloud option. We have been round the houses trying to sort the login out. Can anyone please advise what i need to do. Do I need Sage 50 installed on my system, if so, which...	bk	12	900	Wed Mar 27 17:41 2019 by Artois
	Excel Formula Help Please (Preview) Good Morning All - Happy Monday to you! Can someone help me with an excel formula please? My head is hurting and I am going round in circles! I need to apply some different percentages to different parts of a number. The number may change, but the percentages and bands to which they apply won't change....	Trojan1970	7	724	Tue Mar 5 15:23 2019 by Cheshire
	Have Brightpay just shot themselves in the foot (Preview) According to other sources:- Current priceing £229 for Bureau - no matter have many employers you have. From 2019/20 it will be - £249 up to 10 employers -£399 up to 25 employers - £499 over 25 employers For those not already with Moneysoft, now is a great time to consider move it to with the start of the n...	Cheshire	13	1152	Wed Feb 13 23:46 2019 by bk
	VT Question on sales that need VAT entered (Preview) Is there a quick way of "adding" VAT to sales already entered? Partly my fault but the client has entered all the sales gross but the drop down box was on no vat. I just wondered if there was a quick way of entering the VAT and making the sales income nett. At the moment I am adjusting each sale individuall...	Leger	9	559	Wed Feb 6 17:21 2019 by Cheshire
	VT Software recommendations (Preview) Hi all, its been years since I've been on here. Anyway with the MTD deadline looming I need to get my finger out and sort new desktop software. I'm using two different cloud packages for some clients but I'm sourcing a desktop software for my smaller clients who don't need cloud. Having used QuickBoo...	mushroom	3	614	Thu Jan 24 22:31 2019 by Leger
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